Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date 2015 Retirement Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN RENAL MANAGEMENT LLC AMERICAN RENAL MANAGEMENT LLC 401(K) PLAN | BEVERLY MA | 4,516 | $133.9M | $1.4M |
| 2 | JACKSON HEWITT TAX SERVICE INC. JACKSON HEWITT EMPLOYEE SAVINGS PLAN | SARASOTA FL | 1,066 | $65.8M | $86K |
| 3 | FAMILY CENTRAL, INC. FAMILY CENTRAL, INC. TAX SHELTERED ANNUITY PLAN |
FORT LAUDERDALE FL |
| 136 |
| $8.5M |
| $11K |